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Actions120

Assessment User → Create an assessment user

AI-generated

Summary

Creates an assessment user by attaching a selected user to a selected assessment with a specified access type. Optional fields configure researcher or manager roles and task assignments, client notifications and read-only access, and an access expiry date.

Inputs

  • Assessment id (required) — Select the assessment to attach the user to.
  • User id (required) — Select the user to attach to the assessment.
  • Type (required) — Choose the user's assessment type: Client, Researcher, Manager, Client lead, Lead researcher, or Manager and lead researcher. Client types require the user to be attached to the assessment's client.
  • Additional Fields — Roles — Select one or more assessment roles for researcher or manager users.
  • Additional Fields — Receives notifications — Set whether a client user receives assessment-related notifications.
  • Additional Fields — Read only — Set whether a client user has read-only access.
  • Additional Fields — Auto assignments — Choose task types to assign to a researcher or manager. Defaults to Create findings where required.
  • Additional Fields — Expires on — Set an optional date after which the user can no longer access the assessment. Must be a valid date.

Output shape

A single assessment user record returned by the create request.

Optional fields apply only to the user types specified in their descriptions; expired researcher users still appear on the report.

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